First Meeting - In Office

Free · 1 hour

Virtual First Meeting over computer

I will email you a gotomeeting link approximately 5 minutes prior to meeting time

Free · 1 hour

Virtual Financial Plan Presentation Meeting over computer

I will email you a gotomeeting link approximately 5 minutes prior to meeting time

1 hour 30 minutes

Virtual Review & Plan Update Meeting over computer

I will email you a gotomeeting link approximately 5 minutes prior to meeting time

1 hour

Virtual Strategy Meeting (2nd Meeting) over computer

I will email you a gotomeeting link approximately 5 minutes prior to meeting time

1 hour

Out-of-Office Appointments - Please Email or Call to schedule

I can come to your home or office. I will need to plan for travel time as well.

1 hour

Review & Plan Update Meeting - In Office

1 hour

Strategy Meeting (2nd Meeting) - In Office

1 hour

Financial Plan Presentation - in Office

1 hour 30 minutes

Phone Call (15 Minutes)

Please note if you want me to call you

15 minutes

Phone Call (30 Minutes)

Please note if you want me to call you

30 minutes

Evenings - Please Email or Call Me

Please Email me to request an evening appointment

1 hour